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Evan M Vink

LPl Financial LLC

Hagerstown, MD

CRD 7288249

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2021-09-15
MD RA APPROVED 2021-04-06
  • WV RA
    APPROVED
    Since 2021-09-15
  • MD RA
    APPROVED
    Since 2021-04-06

Branch Locations

1825 Howell Rd Ste 5, Hagerstown, MD 21740-6612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Hagerstown MD 08/2020 Present
Department Of Defense Chambersburg PA 09/2019 12/2019
Red Bull Indiana PA 09/2018 05/2020
Sterling Financial Management Hagerstown MD 08/2020 01/2021
Student Chambersburg PA 07/2010 06/2020
  • 08/2020 → Present
    Hagerstown, MD
  • 09/2019 → 12/2019
    Department Of Defense
    Chambersburg, PA
  • 09/2018 → 05/2020
    Red Bull
    Indiana, PA
  • 08/2020 → 01/2021
    Sterling Financial Management
    Hagerstown, MD
  • 07/2010 → 06/2020
    Student
    Chambersburg, PA
Other Businesses

1. 2/18/2021 - Sterling Financial Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/19/2021. 2. 7/21/2021 - BCT Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/05/2021 - 25 Hours Per Month/25 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-02
  • S66 Uniform Combined State Law Examination
    2021-04-02

View on SEC IAPD

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